AI, Cloud, and What’s Next: Key Takeaways from HPE Discover 2026 | Antonio Neri

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Previously titled “What's happening at HPE Discover Las Vegas 2026?” — renamed by the publisher on Aug 3, 2026

Technology Now 18 min 3 speakers 4 chapters transcribed 3 months ago
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What is HPE Discover Las Vegas 2026 about?

Michael Bird 0:01
Well, welcome to Las Vegas, Sam.
Sam Jarrell 0:03
Welcome to Las Vegas, Michael. Welcome to the U.S.
Michael Bird 0:05
Sam, it's so lovely to see you in person again.
Sam Jarrell 0:08
Thank you, Michael. And very much the same to you. It's always nice to be in the same place when we record.
Michael Bird 0:11
Yeah, I agree. And if our listeners would like to see the place themselves, they should check us out wherever they watch their podcasts because this episode is also being released as a video.
Sam Jarrell 0:21
And trust us, you absolutely do not want to miss out on what we have got planned. So, Michael, shall we get on with it?
Michael Bird 0:26
For sure. I'm Michael Bird.
Sam Jarrell 0:28
I'm Sam Jarrell, and welcome to Technology Now from HP Discover Las Vegas 2026.
Michael Bird 0:44
We are back for HP Discover Las Vegas 2026.
Sam Jarrell 0:47
We absolutely are. And for anyone who hasn't come across it before, Discover Las Vegas is HPE's flagship annual event where we explore the changing world of technology and look to the future to see how we are going to be dealing with not just the problems of today, but prepping for the potential challenges of tomorrow.
Michael Bird 1:03
I couldn't have explained it any better myself. And for this episode, we are joined by HPE President and CEO, Antonio Neri, to talk about the trends within the industry, how HPE is responding to them, and what businesses and organizations should be thinking about as we move through this now AI-fueled world.
Sam Jarrell 1:20
Exactly. And as we're in Vegas, I believe you wanted to make your chat with Antonio a little bit more interesting, right?
Michael Bird 1:26
Yeah. So earlier today, I invited Antonio to join me on a gondola, true story, to chat all things tech, all things HPE, and all things HPE Discover Las Vegas 2026. Antonio, thank you so much for joining us on another episode of Technology Now. You'll notice that we're sat on a gondola.
Antonio Neri 1:47
Yeah, we're doing this while we're moving on water, which is unique. It's a first for me.
Michael Bird 1:52
I don't know if it's a first for you. I've been in gondolas before in Venice. Okay, okay. Well, we are in Las Vegas. We're at the Venetian for HP Discover Las Vegas 2026. And I wonder if you could start by talking me through just some of the big announcements.
Antonio Neri 2:06
Yeah. Well, first of all, it's great to be here with you and be able to share the story with our audience. This discovery was unique in the sense that it got us at the right time because of the closing of the Juniper transaction. And most importantly, because we are seeing tremendous growth. And that growth is fueled by the demand across networking, cloud, and AI. So what we covered here at HP Discover was the intersection of the three. And we spent quite a bit of time in the networking area because we talk about networking being the core foundation. to enable this AI era, which ultimately will deliver the agentic enterprise. So we talked about announcements across scale-up, scale-out, and scale-across networking, amazing solutions with our QFX fabric, both for AI at scale, as well as training and inferencing.
Antonio Neri 3:06
And then on the agentic enterprise, we brought the next generation of solutions as a part of our AI factory, which is our private cloud AI portfolio. So a lot to talk about, but also we tease the future with the intersection between HPC and quantum computing.
Michael Bird 3:23
So lots of big announcements for this year's event.
Antonio Neri 3:26
Yeah, absolutely. And we did it together with our partner ecosystem.
Michael Bird 3:29
I guess what I'd love to understand is how AI is impacting the way that our organizations are now just starting to build the infrastructure for their IT estates, in terms of how they're architecting it.
Antonio Neri 3:41
Well, remember, we have to talk about customer segments, right? So in the cloud service provider model builder place, you can see that the amount of capex being invested is enormous, right?

How is HPE responding to changes in the tech industry?

Antonio Neri 3:56
I think it has been more than 150 gigawatts of power being announced. And when you think about that, when it's all built, it will be, you know, 50 million GPUs very easily. And that will basically train these frontier models. We're all used to it. And those frontiers model will change the world forever. That's why we talk about power in the industrial revolution.

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